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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 28, 2025 | Harry Qelm Baabsman Ltd | - | 9.7% | ADBE, CRM, GOOG, LIGHT NA, NVDA, NXT, PUM GR, SEDG, VWSB GR, ZAL GR, ZM | dislocation, Intrinsic Value, long-term, valuation gaps, volatility | The letter discusses extreme market dislocations caused by speculative behavior in AI-linked mega caps and short-term trading dominance. Management warns that pricing volatility has decoupled from fundamentals, creating opportunities in undervalued sustainable energy, technology, and consumer businesses. The outlook favors patient capital, intrinsic value discipline, and long holding periods. | ADBE PUM GR VWSB GR NXT ZAL GR ZM CRM |
View |
| 2025 Q1 | May 22, 2025 | Brown Advisors Global Leaders Strategy | - | -0.4% | ABNB, AMZN, BKNG, GE, GOOG, LSEG LN, SHW, ZM | - | View | ||
| 2024 Q4 | Feb 19, 2025 | Harry Qelm Baabsman Ltd | - | -8.5% | ADBE, CRM, HFG GR, LIGHT NA, NXT, PUM GR, SEDG, ZAL GR, ZM | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Contrarius Global Equity Fund | 10.4% | 20.2% | MSFT, XOM, ZM | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Harry Qelm Baabsman Ltd | - | 6.8% | CRM, HFG GR, LIGHT NA, SEDG, TPIC, ZAL GR, ZM | - | View | ||
| 2021 Q4 | Dec 31, 2021 | Aquamarine Fund | - | 23.8% | 1211 HK, AAPL, AMZN, AXP, BAC, BRK/A, FDJ FP, GOOG, IEX IN, MA, MSFT, NESN SW, NET, TSLA, WE, ZM | - | View | ||
| 2024 Q2 | Aug 31, 2024 | Horos Asset Management | 2.9% | 9.8% | AAPL, LBTYA, NVDA, TSLA, ZM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Mr. Damir Babanazarov | Zoom Video Communications, Inc. | Information Technology | Application Software | Bull | NASDAQ | Freecashflow, Green, profitability, SaaS, Unifiedcommunications, valuation | View Pitch |
| Nov 28, 2025 | Substack | Sleepy Sol | Zoom Video Communications, Inc. | Information Technology | Software - Application | Bull | balance sheet, buyback, Free Cash Flow, growth, SaaS, shareholder value, technology, valuation, Zoom | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | Julian Lin | Zoom Video Communications, Inc. | Information Technology | Software - Application | Bull | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||